SWM
Spire Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
233,581
-67,282
| -22% | -$3.93M | 0.49% | 47 |
|
|
2025
Q1 | $16.7M | Sell |
300,863
-7,115
| -2% | -$395K | 0.53% | 38 |
|
|
2024
Q4 | $16.1M | Sell |
307,978
-75,219
| -20% | -$3.92M | 0.5% | 41 |
|
|
2024
Q3 | $21.9M | Sell |
383,197
-8,309
| -2% | -$475K | 0.74% | 28 |
|
|
2024
Q2 | $20.7M | Sell |
391,506
-6,340
| -2% | -$335K | 0.73% | 28 |
|
|
2024
Q1 | $140M | Buy |
397,846
+8,296
| +2% | +$2.92M | 2.54% | 6 |
|
|
2023
Q4 | $19.3M | Sell |
389,550
-4,997
| -1% | -$248K | 0.64% | 31 |
|
|
2023
Q3 | $18.5M | Buy |
394,547
+11,494
| +3% | +$540K | 0.71% | 26 |
|
|
2023
Q2 | $18.9M | Buy |
383,053
+24,377
| +7% | +$1.2M | 0.7% | 26 |
|
|
2023
Q1 | $17.5M | Buy |
358,676
+111,116
| +45% | +$5.42M | 0.68% | 26 |
|
|
2022
Q4 | $11.3M | Sell |
247,560
-13,476
| -5% | -$613K | 0.63% | 33 |
|
|
2022
Q3 | $10.4M | Sell |
261,036
-62,796
| -19% | -$2.51M | 0.63% | 31 |
|
|
2022
Q2 | $14.6M | Sell |
323,832
-141,498
| -30% | -$6.37M | 0.6% | 33 |
|
|
2022
Q1 | $24.4M | Buy |
465,330
+26,546
| +6% | +$1.39M | 0.65% | 31 |
|
|
2021
Q4 | $24.4M | Buy |
438,784
+12,716
| +3% | +$708K | 0.54% | 36 |
|
|
2021
Q3 | $23.6M | Buy |
426,068
+15,208
| +4% | +$843K | 0.63% | 33 |
|
|
2021
Q2 | $23.8M | Buy |
410,860
+27,854
| +7% | +$1.62M | 0.65% | 30 |
|
|
2021
Q1 | $21.1M | Buy |
+383,006
| New | +$21.1M | 0.56% | 35 |
|